Key Hong Kong Stocks: AI, Robotics, Semiconductors

Today, we will not analyze further.A-shares: We will see if it can stabilize at 3320; if it does, it will push towards 4000. If it cannot stabilize, it may drop to 2960, and we will wait until the end of May to push towards 4000. What will happen in the end? Let’s wait and see.Hong Kong stocks: As mentioned repeatedly before, there may be opportunities in mid to late April, focusing on AI, robotics, and semiconductors. Today, Xiaomi surged significantly; Xiaomi is a barometer of market sentiment in Hong Kong stocks. Note that whenever we mention opportunities, it is during times when prices are not high. For example, on January 18, 2025, we suggested: Increase position allocation in Hong Kong stocks in 2025.U.S. stocks: With U.S. Treasury bonds maturing at the end of June and tariffs expiring in July, the end of June should be a good time to buy U.S. stocks. In the long term, U.S. stocks are expected to reach new highs, especially for companies like NVIDIA and Tesla. If they drop further, it would be a great opportunity for financial freedom provided by the market.Gold: There is not much to say; if passed down through three generations, it is always considered cheap, from 3350 to 33500, perhaps it won’t take a few years.

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